Search Results | Showing 31 - 40 of 46 results for "AZ Next Generation Advisory" |
| | AZ Next Generation Advisory has acquired a Brisbane advice group which manages $130 million in client funds. Logiro Uncharted was established by Stephen Bell, Lyn Bell and Chris Shiels in 2007. It provides advice on wealth accumulation, retirement planning ... |
| | | AZ Next Generation Advisory has signed a binding sale and purchase agreement to acquire the entire capital of its twelfth firm. Sterling Planners was established in 1997 and currently services clients from North Sydney. The firm offers clients a full ... |
| | | AZ Next Generation Advisory subsidiary Pride Advice has acquired Bailey Capital Management (BCM). Based in Adelaide, BCM has over 400 clients representing $97 million in funds under advice. It advises on retirement planning, investments, insurance ... |
| | | AZ Next Generation Advisory has acquired a Sydney-based Fortnum-aligned advice group. Priority Advice Group (PAG), located in Chatswood, was founded in 1987 by Russel Marx and Alan Krowitz. Its leadership team, including managing director Larry Fingleson ... |
| | | ... Australia through the financial advice market in 2014, announcing a partnership with the Paul Barrett-led AZ Next Generation Advisory (AZ NGA). The new partnership came via Azimut's Luxembourg-based holding company AZ International Holdings, and will ... |
| | | AZ Next Generation Advisory has acquired its third CBA-aligned practice. Wealthwise was established in 1986 by Jamie and Sheila Luxton, has $380 million in funds under advice and employs 32 staff, including 14 advisers, six paraplanners and nine client ... |
| | | ... took the advice reins at ANZ in 2014 following the departure of Paul Barrett, who has since formed AZ Next Generation Advisory. Younger was responsible for the operations of ANZ Financial Planning and all aligned dealer groups. Prior to ANZ, Younger ... |
| | | AZ Next Generation Advisory has acquired its eighth financial advice practice, the second from the RI Advice Group. AZ NGA's latest acquisition is Empowered Financial Partners, established in 1994 as Williamstown Financial Services and manages $134 ... |
| | | AZ Next Generation Advisory has made its seventh acquisition, purchasing a Toowoomba-based practice. Part of the RI Advice Group, RI Toowoomba was established in 1992 and has $260 million in funds under advice. As with AZ NGA's previous acquisition ... |
| | | Paul Barrett's AZ Next Generation Advisory has acquired an advice firm operating under the Commonwealth Bank-owned Financial Wisdom licence. Harvest Wealth is AZ NGA's sixth acquisition, following Pride Advice, CBA-aligned practices Eureka Whittaker ... |
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